Kathryn Orlick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Stephens Inc and Morgan Stanley before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nia Bright is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and over four years of experience in the financial services industry. Her prior roles include positions at Alliance Bernstein and Ameriprise Financial, as well as teaching and social work roles at East Carolina University and Piedmont Virginia Community College. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Christopher Leak is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for the City of Winston-Salem and for Aspire, a local nonprofit formerly known as The Housing Authority of Winston-Salem, where he is involved in business development and growth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning using firm-approved tools and models, with advisory services delivered through its Financial Advisors and Estate Planning Strategies Group.

Thomas Emerson Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without making individual security recommendations as part of standalone planning.

Michael Phelan is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Paige Crisp is a financial advisor with LPL Financial based in Winston Salem, NC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior roles include positions at Truist Advisory Services and BB&T Investment Services. She is currently affiliated with Truliant Federal Credit Union through LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a broad range of financial planning and advisory programs including retirement plan consulting and 529 account management. The firm provides both discretionary and non-discretionary portfolio management supported by internal and third-party research, as well as various technology-driven investment solutions.

Shannon Guelbert is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Bronwyn Flower is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She previously worked at Schneider, Nixon & John for two years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Daniel Owen is a financial advisor with LPL Financial in Lexington, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked with Uvest for the past 21 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from its own research and third-party subadvisors.

Brett Moyer is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as treasurer for both Building Youth Leadership, Inc. and The High Point Police Foundation, and is a civil service commissioner for the City of Winston-Salem. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income advice.

James Daniel Jr. is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He previously worked at MetLife Securities for 17 years and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he operates as an independent insurance agent. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software and structured planning processes that focus on investment categories and strategies rather than specific product selections.

Stanley Smith is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Cole Strickland is a Series 66-licensed financial advisor with LPL Financial in Winston-Salem, NC, where he has worked since 2009. He has 22 years of industry experience. Outside of advising, he provides bookkeeping and support services for a small family-run retail clothing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

John Fisher is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and offers a range of services including fee-based planning, portfolio management, and capital markets activities.

Richard Shore III is a financial advisor with Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2020, he worked for Aladdin Travel/Direct Travel from 2016 to 2019. Outside of his advisory role, he co-owns and manages a rental property. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through various separately managed account programs, and utilizes manager selection, internal research, and technology including artificial intelligence in its advisory process.

Rebecca Gentry is a financial advisor with Morgan Stanley in Winston-Salem, North Carolina, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

Christopher Wray is a financial advisor with Robert W. Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Emma Riley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at British American Tobacco and was a student for eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Michael Stokes is a financial advisor with LPL Financial and holds the PFS™ and Series 66 designations. He has 27 years of industry experience and has been with LPL Financial since 2011. Prior to that, he was self-employed as a CPA and has been associated with Integrated Financial Group since 2005. He also provides tax preparation and accounting services through his CPA practice. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, with a focus on both discretionary and non‑discretionary management supported by research and diversified strategies.

Jerry Grimes Jr. is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2014, also operating Grimes Financial Services, Inc. since 1997. He serves as a board member and membership secretary of the Piedmont Handgunners Association and volunteers on the board of the Davidson County Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management options and proprietary as well as third-party strategies.